Our Team

Julia Cummings

Certified Financial Planner®

Member 4

Julia holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. She has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.

With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Julia joined Benchmark Strategic in 2008.

Julia has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

We can help you make the most of what you have!